Aprio Wealth Management, LLC: SU position timeline

Aprio Wealth Management, LLC held 4,789 SU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,789 shares

   Change vs previous 13F +111 shares

   0.01% of the 13F portfolio, value $257,074.

   13F-HR 0001398344-26-012645 filed by Aprio Wealth Management, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,678 shares

   Change vs previous 13F +4,678 shares

   0.02% of the 13F portfolio, value $309,263.

   13F-HR 0001398344-26-008933 filed by Aprio Wealth Management, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -5,942 shares

   13F-HR 0001803519-25-000003 filed by Aprio Wealth Management, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 5,942 shares

   Change vs previous 13F +126 shares

   0.03% of the 13F portfolio, value $212,011.

   13F-HR 0001472800-25-000002 filed by Aprio Wealth Management, LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 5,816 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $214,727.

   13F-HR 0001803519-24-000004 filed by Aprio Wealth Management, LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).